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| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING10+ years Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $52,914 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $5,412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,361 | $82,879+76.6% | $96,576+51.6% | $67,986+115.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 16.65% | 36.90%-20.2pp | 38.47%-21.8pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,690 | $2,727-1.4% | $3,553-24.3% | $2,019+33.3% |
| Participant deferral / active EE | $7,412 | $6,976+6.3% | $7,956-6.8% | $3,358+120.7% |
| Admin fee / account holder | $293 | $2,783-89.5% | $11,381-97.4% | $3,203-90.9% |